“ChinAI #329: China’s Shifting Cloud Market — A Review of Q1 and Q2 data” by Jeffrey Ding

Featured links

• Mid-Year Review of Major Cloud Providers
• Topology of “China AI”
• Selective Restraint: How China Regulates Facial Recognition in 2025
• US-China AI Governance PhD Fellowships
• ChinAI #305: Computing Power Shifts in the AI Inference Era

Thank you for reading and engaging

These are Jeff Ding's (sometimes) weekly translations of Chinese-language musings on AI and related topics. Jeff is an Assistant Professor of Political Science at George Washington University.

Check out the archive of all past issues here & please subscribe here to support ChinAI under a Guardian/Wikipedia-style tipping model (everyone gets the same content but those who can pay for a subscription will support access for all).

Any suggestions or feedback? Let me know at chinainewsletter@gmail.com or on Twitter at @jjding99

The original text contained 1 footnote which was omitted from this narration.

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First published:
September 22nd, 2025

Source:
https://chinai.substack.com/p/chinai-329-chinas-shifting-cloud

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Narrated by TYPE III AUDIO.

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